Retreat remains the gathering of the best, brightest, and most passionate in the profession. It is where financial planners come together to learn and deepen their own passion for the art and science of financial planning ... and affect that art and science going forward. Take advantage of this selected collection of 8 recorded sessions by some of the most popular and well-known speakers in the industry. All of them offer CFP CE credit.
To purchase the entire conference package, please select below.
We live in disruptive and challenging times. While the future has always been uncertain, the speed and complexity of today's change is leaving many behind – disoriented and struggling to cope. What worked in the past appears no longer adequate. Knowledge and information, once stable sources of economic power, are no longer enough. As planners, we are called to take action. And with over 170,000 CFP® professionals worldwide, financial planning is uniquely positioned to become one of the most important professions of the 21st Century. But we are not there yet. The future demands new skills, new sensibilities, and a new way of being. Join Don St. Clair as he explores how our everyday common sense notion of language and communication blinds us to possibility, and constrains our capacity to reinvent financial reality with others. Offering a new interpretation, St. Clair will share his vision of what it means to be a CFP professional in the 21st Century.
Financial advisers are the key connector between their clients’ ability to realize and achieve the true purpose of their wealth, and can bring a crucial component into their client’s full financial picture—charitable giving and legacy. In this session, you will learn the value in bringing the charitable conversation to your clients, how to engage in a charitable conversation to uncover your clients’ goals and values, and how to determine which giving vehicles are most appropriate for individual client needs. You will also learn about donor-advised funds, the fastest growing giving vehicle, touted for their simplicity, flexibility, and tax-effectiveness.
There is currently $1.4 trillion in outstanding student loan debt, and it continues to rise. More and more borrowers are struggling to understand their repayment options, and they often turn to professionals for help. Join Adam S. Minksy, Esq., a nationally recognized expert in student loan law, as he walks you through the complexities of the student loan system to help you better serve your clients who are repaying their student loans.
As clients' needs change, our role as planners must evolve as well. For some of our clients, it is adjusting to the challenges of aging. For others, it is planning for the demands of elder caregiving.
In either scenario, we have responsibilities as planners and advisers to assist people in understanding and managing the process. In many cases, the problems arise when there is a difference of opinion about what is best for mom, or a senior's lack of insight about what is safe or who should be in charge.
How do you manage the gap that is created as client capacity changes? How do you establish and/or maintain a relationship with the adult children? When client needs change, will you have the resources at your disposal to meet those needs? if you are not recognized as a resource in these situations, your clients, or their decision makers, will find someone else to play that role.
This session will look at the financial planning interactions between planners and clients of different generations. The focus will be on recognizing and applying how the planners way-of-being and level of spiritual intelligence (SQ) can be used within a financial planning engagement to bridge generational differences in order to develop a financial planning engagement steeped in trust and a deeper more affecting client relationship.
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